Plan Establishment Process

Learn more about how to establish your self-funded plan

You can proceed from viewing your estimate to signing documents in a matter of minutes.

No. You will get an instant pass or fail.

The $2,500 and $5,000 deductible plan designs are HSA qualified (always confirm with tax professional). 

When you join you will be asked for your checking account number and bank routing number. All monthly premiums are paid via ACH deduction, generally between the 25th day and last day of the month before each next covered month. The monthly draft date is the same for all members. the first month you join your payment will be earlier, likely between the 15th and the last day of the month.

If you establish and confirm your plan at least two weeks prior to your effective date, the goal is to have your physical cards to you by your effective date. You will receive an email from [email protected] within 48-72 hours after your first payment is drawn. This email is important, as it contains a link and instructions on how to create your member account within the Vault Admin Services/AMPS member portal. Within your account you will be able to access your virtual ID card(s), eligibility record, claims, documents and other important information regarding your healthcare.

The administrator information is on the card so claims can be managed and processed. Your card will provide Vault Admin Services information, powered by AMPS. You can reach AMPS at 800-425-9374.

In addition, your card will display PHCS PPO information.